Meet the Team
Mike Brown, CFP
Partner/Chief Investment Officer
Layna Morrison, CFP
Director of Operations/Chief Compliance Officer
Office: (801) 746-7171
101 South 200 East
Salt Lake City, UT 84111
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Jacobsen Capital is an SEC registered investment adviser located in Salt Lake City, UT. Jacobsen Capital may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Jacobsen Capital's website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Jacobsen Capital at (801) 746-7171 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Jacobsen Capital does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Jacobsen Capital representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.
Investment advisory services are offered through Jacobsen Capital Management, a Registered Investment Advisor.